Relationship Manager - CBG

• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions.
• Identify new business opportunities and generate leads through networking and referrals.
• Conduct product demonstrations and presentations to showcase our range of insurance products.
• Build and maintain a strong understanding of client needs and preferences to offer personalized advice.
• Collaborate with internal teams to resolve client queries and issues promptly.
• Meet or exceed monthly and quarterly sales targets by selling insurance policies.

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